OptiFour Integrated Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

OptiFour Integrated Wealth Management’s Portfolio BNDX Stock Details BNDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$5.26M	Sell	92,997 -46	-0%	-$2.67K	3.62%	9
2019 Q3	$5.47M	Sell	93,043 -487	-0.5%	-$28.4K	3.89%	7
2019 Q2	$5.36M	Sell	93,530 -1,013	-1%	-$56.9K	3.74%	7
2019 Q1	$5.27M	Buy	94,543 +3,254	+4%	+$179K	4.31%	7
2018 Q4	$4.95M	Buy	91,289 +20	+0%	+$1.09K	4.52%	7
2018 Q3	$4.98M	Buy	91,269 +1,166	+1%	+$63.8K	4.1%	8
2018 Q2	$4.93M	Sell	90,103 -505	-0.6%	-$27.5K	4.26%	6
2018 Q1	$4.96M	Buy	90,608 +3,433	+4%	+$186K	4.14%	6
2017 Q4	$4.74M	Buy	+87,175	New	+$4.78M	3.96%	6

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OptiFour Integrated Wealth Management's BNDX Position: Q4 2019 in Review

OptiFour Integrated Wealth Management reduced its Vanguard Total International Bond ETF (BNDX) stake by 0.05% in Q4 2019, selling an estimated $2.67K and leaving 92,997 shares worth $5.26M. The position accounts for 3.62% of the portfolio, ranked #9.

OptiFour Integrated Wealth Management first reported a position in BNDX in Q4 2017 and has held it in 9 quarters since. The position peaked at $5.47M in Q3 2019. 555 funds tracked by Wall St. Rank hold BNDX as of Q4 2019.

OptiFour Integrated Wealth Management held 92,997 shares of Vanguard Total International Bond ETF worth $5.26M as of Q4 2019.
OptiFour Integrated Wealth Management sold 46 Vanguard Total International Bond ETF shares in Q4 2019, an estimated $2.67K.
Vanguard Total International Bond ETF made up 3.62% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #9 holding.
OptiFour Integrated Wealth Management first reported a position in Vanguard Total International Bond ETF in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's Vanguard Total International Bond ETF position peaked at $5.47M in Q3 2019.
555 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.